- While leading and supporting client accounts, you will hone your organizational skills and learn the art of prioritization. You will be responsible for the success and retention of your clients, while raising and resolving account issues.
- Perform initial onboarding of accounts with clients, ensuring strong adoption and ongoing engagement throughout the customer's lifetime.
- Communicate directly with clients, primarily through chat, tickets, email, Zoom and phone, and work closely with our internal Sales, Data Implementation and Development teams to ensure a flawless experience.
- Advocate for our clients while capturing customer feedback and reporting requests to Management and Development teams.
- Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.
- Possess strong phone, written and verbal communication skills with excellent presentation skills.
- 1+ years of experience in a client/customer-facing role
- Ability to work 6am-3pm PST or 7am-4pm PST time zone
- Experience with Zendesk, HubSpot, Slack, G-Suite or Zapier
- Personal Injury legal knowledge
- All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family
- Have some fur babies? - We offer them insurance too
- RELAX and enjoy your time away with our flexible paid time off policy
- We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
- Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for all full-time employees
- Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
- Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary caregivers
- Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
- We believe it is important to give back with our Matching Gift Program and organized activities focused on donations, volunteerism and supporting the local communities throughout the country
- D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
- An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery, a fully stocked kitchen, and some "sweet" surprises for those afternoon pick-me-ups
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Client Success Associate - Remote, United States - AffiniPay
Description
Hi, We're AffiniPay
AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay's tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000's fastest growing companies in the U.S. for 11 years in a row, and as a result, our teams continue to grow as well
AffiniPay is hiring it's newest Client Success Associate to join our growing team, and help support our CASEpeer product CASEpeer, an AffiniPay company, is a top-rated case management software solution for personal injury law firms. Our Client Success Teams focus on collaboration, the ability to adapt to client needs, and a passionate approach to service.
What You'll Do...
About You...
Nice to Haves...
Additional Information
The pay range for this position is between $45,000 - $51,000 annually. AffiniPay is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. This position is non-exempt and eligible for overtime.
Our Story
Founded in 2005, AffiniPay's mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay's products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), (Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay's products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential.
Diversity, Equity & Inclusion at AffiniPay
At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Benefits that Benefit You
As a people first culture, we believe it is important that our teammates are happy, healthy, and productive. In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.
